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Trang Le

Trang Le

Client Service Manager

Trang began her financial career as a Trust Specialist at Mellon Financial/Boston Safe & Deposit in Boston in 1997. After five years she left the company as an officer of the bank. She went on to work for Northeastern University Bursar’s Office as a liaison for financial aid officers while pursuing her paralegal certificate in 2003.  She earned a Masters in Counseling and Applied Educational Psychology in 2005 while working at NEU. With her MS, Trang worked as a public servant as an outreach coordinater in Lynn until she joined Polaris Advisors in 2008. She worked for Ric Weldon until he retired and sold his wealth management business. Trang joined Joe's practice in 2024. 

She enjoys playing tennis and racquetball. She's active in her community.